Stop chasing borrowers. Automate deal packaging.
Stop chasing borrowers. Automate deal packaging.
Stop Chasing Borrowers.
Start Closing Deals.
GlassBox turns messy borrower data into lender-ready submissions. Automate intake, document collection, and verification so you can focus on closing.
GlassBox turns messy borrower data into lender-ready submissions. Automate intake, document collection, and verification so you can focus on closing.
GlassBox turns messy borrower data into lender-ready submissions. Automate intake, document collection, and verification so you can focus on closing.
Live deal pipeline
Sort by Newest
Planable, Inc
Documents Requested
Savvy Manufacturing, LLC
Application Sent
Launchdarkly Technologies,
Pre-Qualified
See More
Monthly Deal Volume
2025
J
F
M
A
M
J
J
Live deal pipeline
Sort by Newest
Planable, Inc
Documents Requested
Savvy Manufacturing, LLC
Application Sent
Launchdarkly Technologies,
Pre-Qualified
See More
Monthly Deal Volume
2025
J
F
M
A
M
J
J
Live deal pipeline
Sort by Newest
Planable, Inc
Documents Requested
Savvy Manufacturing, LLC
Application Sent
Launchdarkly Technologies,
Pre-Qualified
See More
Monthly Deal Volume
2025
J
F
M
A
M
J
J
Built for those who close deals—not push paper.
Borrower portals, automated workflows, and branded deal rooms—giving you institutional infrastructure without the institutional overhead.
Built for those who close deals—not push paper.
Borrower portals, automated workflows, and branded deal rooms—giving you institutional infrastructure without the institutional overhead.
Built for those who close deals—not push paper.
Borrower portals, automated workflows, and branded deal rooms—giving you institutional infrastructure without the institutional overhead.
01
Close 25-30% more deals per year.
02
Connect to 50+ lenders through our network.
03
Present like a $10M brokerage while staying lean.
Move borrowers from application to submission in days, not weeks.
GlassBox handles intake, documents, and packaging, so deals move through your pipeline faster and you spend less time chasing borrowers.
01
Capture & Qualify
Borrowers complete an application. Deal enters your pipeline with loan amount, business details, and loan purpose ready to work.
02
Collect & Verify
Request documents automatically. Borrowers upload to a secure portal. Track what's complete and what's still needed.
03
Package & Route
Generate lender-ready packages formatted to lender specs. Submit from the platform or export as PDF.
01
Capture & Qualify
Borrowers complete an application. Deal enters your pipeline with loan amount, business details, and loan purpose ready to work.
02
Collect & Verify
Request documents automatically. Borrowers upload to a secure portal. Track what's complete and what's still needed.
03
Package & Route
Generate lender-ready packages formatted to lender specs. Submit from the platform or export as PDF.
01
Capture & Qualify
Borrowers complete an application. Deal enters your pipeline with loan amount, business details, and loan purpose ready to work.
02
Collect & Verify
Request documents automatically. Borrowers upload to a secure portal. Track what's complete and what's still needed.
03
Package & Route
Generate lender-ready packages formatted to lender specs. Submit from the platform or export as PDF.
Every deal. Pre-underwritten.
GlassBox handles intake, qualification, document collection, and deal packaging—so every submission arrives lender-ready, without the back-and-forth.
Intelligent Intake
Intelligent Qualification
Intelligent Collection
Intelligent Routing
Intelligent Intake
Every deal starts structured, compliant, and credible.
Borrowers complete a structured application that captures loan amount, purpose, and business profile—so every deal enters your pipeline organized and ready to work.
Intelligent Intake
Intelligent Qualification
Intelligent Collection
Intelligent Routing
Intelligent Intake
Every deal starts structured, compliant, and credible.
Borrowers complete a structured application that captures loan amount, purpose, and business profile—so every deal enters your pipeline organized and ready to work.
Connect your existing tools. Keep your workflow.
GlassBox integrates with the platforms you already use—so you don't have to change how you work, just how fast deals move.
Connect your existing tools. Keep your workflow.
For qualified operators with a valid LLC, GlassBox lets you launch a fully branded brokerage for a low monthly fee. No franchise costs. No large setup fees. Just proven infrastructure, hands-on support, and access to our Grow-tier origination platform.
Connect your existing tools. Keep your workflow.
For qualified operators with a valid LLC, GlassBox lets you launch a fully branded brokerage for a low monthly fee. No franchise costs. No large setup fees. Just proven infrastructure, hands-on support, and access to our Grow-tier origination platform.
01
Native integrations: HubSpot, QuickBooks, Xero
01
Start your own brokerage
02
API access for custom workflows and data sync
02
Get trained through your first deal
03
Zapier support for 5,000+ additional connections
03
Scale revenue—not headcount
Flexible pricing
Starter Tier
Automate intake and pre-qualifications.
Pro Tier
Automate document collection and chasing.
Grow Tier
Automate verification and monetize applications.
Scale Tier
End-to-end origination for scale.
Trusted by commercial loan brokers
Over $130M+ in deals originated
Starter Tier
$349
month
Look institutional from the first interaction and keep borrowers engaged with instant pre-qualifications.
Intelligent borrower intake forms
Auto-generated pre-qualification letters
Visual deal pipeline management
Manual deal nudging & reminders
Email support (response time 24-48hrs)
Flexible pricing
Simple, transparent pricing with no hidden fees.
Starter Tier
Automate intake and pre-qualifications.
Pro Tier
Automate document collection and chasing.
Grow Tier
Automate verification and monetize applications.
Scale Tier
End-to-end origination for scale.
Starter Tier
$349
month
Look institutional from the first interaction and keep borrowers engaged with instant pre-qualifications.
Intelligent borrower intake forms
Auto-generated pre-qualification letters
Visual deal pipeline management
Manual deal nudging & reminders
Email support (response time 24-48hrs)
Trusted by commercial loan brokers
Over $130M+ in deals originated
Flexible pricing
Simple, transparent pricing with no hidden fees.
Starter Tier
Automate intake and pre-qualifications.
Pro Tier
Automate document collection and chasing.
Grow Tier
Automate verification and monetize applications.
Scale Tier
End-to-end origination for scale.
Starter Tier
$349
month
Look institutional from the first interaction and keep borrowers engaged with instant pre-qualifications.
Intelligent borrower intake forms
Auto-generated pre-qualification letters
Visual deal pipeline management
Manual deal nudging & reminders
Email support (response time 24-48hrs)
Trusted by advisors serving SMBs
Over $130M+ in deals originated
Built for deals across industries.
GlassBox handles pre-underwriting for SBA, CRE, equipment financing, working capital, and business acquisitions—across any industry or borrower profile.
2025
Venture-backed startup secures $3.2M
Broker with zero venture debt experience places $3.2M deal through GlassBox's preferred lender network.
2025
Venture-backed startup secures $3.2M
Broker with zero venture debt experience places $3.2M deal through GlassBox's preferred lender network.
2025
EdTech company secures $15M
Broker uses GlassBox to coordinate document collection across multiple locations and stakeholders for $15M refinance.
2025
EdTech company secures $15M
Broker uses GlassBox to coordinate document collection across multiple locations and stakeholders for $15M refinance.
2025
Media company secures $2.4M
Broker uses GlassBox to verify recurring revenue and engagement metrics for $2.4M content acquisition loan.
2025
Media company secures $2.4M
Broker uses GlassBox to verify recurring revenue and engagement metrics for $2.4M content acquisition loan.
2025
Legal company secures $1.5M
Broker uses GlassBox to navigate SOP compliance and connect with preferred SBA lender for $1.5M practice acquisition.
2025
Legal company secures $1.5M
Broker uses GlassBox to navigate SOP compliance and connect with preferred SBA lender for $1.5M practice acquisition.
GlassBox is my saving grace when juggling multiple deals. It keeps everything organized so I'm not drowning in emails and docs. Deals move faster because I'm not playing phone tag with lenders or hounding borrowers for paperwork.
Amy W.
Loan Originator
GlassBox has become my right-hand man. It streamlines all the routine busywork so I can focus on the high-value parts of the deal. I went from spending 10 hours per deal on admin to less than 2. That's an extra 8-10 deals I can close per year.
Andy B.
Commercial Loan Broker
The best part of GlassBox is it keeps everyone aligned. Borrowers know what's needed, lenders can access files without blowing up my phone. It cuts through the noise so I can focus on making sure the deal gets done, period.
Sam T.
Loan Originator
Common questions
Get quick answers to common questions about using GlassBox for commercial loan origination.
Common questions
Get quick answers to common questions about using GlassBox for commercial loan origination.
How much time will this actually save me?
Most brokers report saving 8-10 hours per deal on document collection, formatting, and borrower communication. If you close 20 deals per year, that's 160-200 hours back—enough to close 5-8 additional deals.
Do I need to change how I work with lenders?
No. GlassBox works with your existing lender relationships. You manage your network in the platform and submit deals the same way—just faster and more professionally.
What if my borrowers don't use technology?
The borrower portal is designed for simplicity. Most borrowers complete the intake form in under 10 minutes on their phone. Our data shows 90%+ completion rates.
Do you offer white-labeling so this appears as our own platform?
Yes. Higher-tier plans support custom branding, domains, and client-facing experiences so GlassBox operates as infrastructure beneath your brokerage — not a third-party tool your clients see.
Do I need to be licensed to originate commercial loans on Glassbox?
Licensing requirements vary by state and loan type. GlassBox does not act as a lender or broker of record. We provide origination infrastructure so licensed brokers can operate efficiently and compliantly within their existing framework.
How much time will this actually save me?
Most brokers report saving 8-10 hours per deal on document collection, formatting, and borrower communication. If you close 20 deals per year, that's 160-200 hours back—enough to close 5-8 additional deals.
Do I need to change how I work with lenders?
No. GlassBox works with your existing lender relationships. You manage your network in the platform and submit deals the same way—just faster and more professionally.
What if my borrowers don't use technology?
The borrower portal is designed for simplicity. Most borrowers complete the intake form in under 10 minutes on their phone. Our data shows 90%+ completion rates.
Do you offer white-labeling so this appears as our own platform?
Yes. Higher-tier plans support custom branding, domains, and client-facing experiences so GlassBox operates as infrastructure beneath your brokerage — not a third-party tool your clients see.
Do I need to be licensed to originate commercial loans on Glassbox?
Licensing requirements vary by state and loan type. GlassBox does not act as a lender or broker of record. We provide origination infrastructure so licensed brokers can operate efficiently and compliantly within their existing framework.
General inquires
White-labeling request, lender partner request, and media inquires.
4.9 / 5 Rated
By leading Loan Originators
General inquires
White-labeling, license request, partner request, and media inquires drop us a line.
410 N Scottsdale Rd Suite 1000, Tempe, 85288
hello@glassboxverified.com
4.9 / 5 Rated
By leading business advisors
General inquires
White-labeling, license request, partner request, and media inquires drop us a line.
410 N Scottsdale Rd Suite 1000, Tempe, 85288
hello@glassboxverified.com
4.9 / 5 Rated
By leading business advisors